LPL Financial LLC
FORT MILL SC · SEC CIK 0001403438
$3,765.60亿2026Q1 申报市值
5,964持仓数
13.9%前十大占比 · 第一大 2.0%
310 / 221新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VONV 加仓+$13.81亿
VONG 加仓+$9.44亿
IVV 加仓+$7.21亿
EFG 加仓+$6.40亿
SPYM 加仓+$5.47亿
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$12.04亿
OEF 减仓-$10.55亿
IWM 减仓-$9.20亿
IJH 减仓-$4.09亿
IAU 减仓-$3.14亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VNM | VANECK ETF TRUST | $246.40万 | 0.00% | 142,348 | 46,145 | 48.0% | $79.88万 | 加仓 |
| — | KRANESHARES TRUST | $245.85万 | 0.00% | 60,633 | 21,446 | 54.7% | $86.96万 | 加仓 |
| — | SSGA ACTIVE ETF TR | $245.55万 | 0.00% | 73,281 | 9,266 | 14.5% | $31.05万 | 加仓 |
| VCEL | VERICEL CORP | $245.40万 | 0.00% | 76,283 | -25,739 | -25.2% | -$82.80万 | 减仓 |
| EWH | ISHARES INC | $245.07万 | 0.00% | 106,136 | -30,719 | -22.4% | -$70.93万 | 减仓 |
| FRO | FRONTLINE PLC | $244.74万 | 0.00% | 70,208 | 286 | 0.4% | $9,970 | 加仓 |
| — | UBS AG | $244.61万 | 0.00% | 14,733 | -518 | -3.4% | -$8.60万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $244.36万 | 0.00% | 245,591 | 123,347 | 100.9% | $122.73万 | 加仓 |
| KFY | KORN FERRY | $243.98万 | 0.00% | 38,757 | -319 | -0.8% | -$2.01万 | 减仓 |
| VAL | VALARIS LTD | $243.94万 | 0.00% | 24,882 | -29,237 | -54.0% | -$286.64万 | 减仓 |
| NIO | NIO INC | $243.93万 | 0.00% | 404,534 | 1,384 | 0.3% | $8,346 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $243.86万 | 0.00% | 52,601 | 3,399 | 6.9% | $15.76万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $243.18万 | 0.00% | 76,520 | 6,461 | 9.2% | $20.53万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $243.11万 | 0.00% | 26,277 | 1,929 | 7.9% | $17.85万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $243.06万 | 0.00% | 207,211 | 79,893 | 62.8% | $93.71万 | 加仓 |
| — | EATON VANCE MUN INCOME TERM | $243.05万 | 0.00% | 132,380 | 22,032 | 20.0% | $40.45万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $242.93万 | 0.00% | 48,830 | -8,152 | -14.3% | -$40.56万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $242.66万 | 0.00% | 209,736 | -19,431 | -8.5% | -$22.48万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $242.57万 | 0.00% | 45,925 | -2,552 | -5.3% | -$13.48万 | 减仓 |
| WRLD | WORLD ACCEP CORPORATION | $242.22万 | 0.00% | 17,937 | 17 | 0.1% | $2,296 | 加仓 |
| — | WISDOMTREE TR | $242.17万 | 0.00% | 44,746 | 1,700 | 3.9% | $9.20万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $241.86万 | 0.00% | 94,812 | 70,572 | 291.1% | $180.03万 | 加仓 |
| VMI | VALMONT INDS INC | $241.29万 | 0.00% | 6,039 | 771 | 14.6% | $30.81万 | 加仓 |
| — | ALPS ETF TR | $240.80万 | 0.00% | 46,008 | 3,253 | 7.6% | $17.03万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $240.67万 | 0.00% | 35,804 | -2,341 | -6.1% | -$15.74万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $240.46万 | 0.00% | 54,060 | 22,599 | 71.8% | $100.52万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $240.30万 | 0.00% | 66,234 | 5,300 | 8.7% | $19.23万 | 加仓 |
| AWR | AMER STATES WTR CO | $240.15万 | 0.00% | 31,757 | 691 | 2.2% | $5.23万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $240.04万 | 0.00% | 43,843 | -2,091 | -4.6% | -$11.45万 | 减仓 |
| NEU | NEWMARKET CORP | $239.96万 | 0.00% | 3,744 | -1,760 | -32.0% | -$112.80万 | 减仓 |
| — | WISDOMTREE TR | $239.93万 | 0.00% | 55,208 | -3,697 | -6.3% | -$16.07万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $239.78万 | 0.00% | 31,932 | 863 | 2.8% | $6.48万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $239.71万 | 0.00% | 219,310 | 36,336 | 19.9% | $39.72万 | 加仓 |
| W | WAYFAIR INC | $239.69万 | 0.00% | 31,870 | 12,195 | 62.0% | $91.72万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $239.04万 | 0.00% | 34,989 | 592 | 1.7% | $4.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $238.93万 | 0.00% | 85,760 | -555 | -0.6% | -$1.55万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $238.87万 | 0.00% | 161,943 | 3,216 | 2.0% | $4.74万 | 加仓 |
| DORM | DORMAN PRODS INC | $238.59万 | 0.00% | 22,862 | -17,613 | -43.5% | -$183.81万 | 减仓 |
| — | ALPS ETF TR | $238.55万 | 0.00% | 58,460 | 7,112 | 13.9% | $29.02万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $237.75万 | 0.00% | 105,712 | 11,430 | 12.1% | $25.71万 | 加仓 |
| — | TIDAL TRUST III | $237.44万 | 0.00% | 136,929 | -911,023 | -86.9% | -$1,579.72万 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $237.23万 | 0.00% | 513,494 | -10,231 | -2.0% | -$4.73万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $237.01万 | 0.00% | 17,105 | -7,759 | -31.2% | -$107.51万 | 减仓 |
| PBI | PITNEY BOWES INC | $236.74万 | 0.00% | 214,245 | -95,549 | -30.8% | -$105.58万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $236.57万 | 0.00% | 17,298 | -6,720 | -28.0% | -$91.90万 | 减仓 |
| HEWJ | ISHARES TR | $236.01万 | 0.00% | 41,935 | -1,546 | -3.6% | -$8.70万 | 减仓 |
| GATX | GATX CORP | $235.76万 | 0.00% | 13,808 | -191 | -1.4% | -$3.26万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $235.19万 | 0.00% | 507,960 | -84,776 | -14.3% | -$39.25万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $235.14万 | 0.00% | 51,274 | 6,482 | 14.5% | $29.73万 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME | $235.09万 | 0.00% | 281,548 | 2,334 | 0.8% | $1.95万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $235.07万 | 0.00% | 74,225 | 958 | 1.3% | $3.03万 | 加仓 |
| WRBY | WARBY PARKER INC | $235.01万 | 0.00% | 111,538 | -14,943 | -11.8% | -$31.48万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $234.92万 | 0.00% | 44,789 | 3,730 | 9.1% | $19.56万 | 加仓 |
| AVA | AVISTA CORP | $234.26万 | 0.00% | 58,360 | 1,269 | 2.2% | $5.09万 | 加仓 |
| — | KKR INCOME OPPORTUNITIES FD | $234.24万 | 0.00% | 212,945 | 94,373 | 79.6% | $103.81万 | 加仓 |
| AIR | AAR CORP | $234.21万 | 0.00% | 21,397 | 10,485 | 96.1% | $114.77万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $234.17万 | 0.00% | 181,949 | -21,585 | -10.6% | -$27.78万 | 减仓 |
| FIVN | FIVE9 INC | $234.03万 | 0.00% | 154,272 | 45,780 | 42.2% | $69.45万 | 加仓 |
| CHE | CHEMED CORP NEW | $233.91万 | 0.00% | 6,192 | -1,153 | -15.7% | -$43.56万 | 减仓 |
| PATK | PATRICK INDS INC | $233.79万 | 0.00% | 21,048 | -1,178 | -5.3% | -$13.08万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $233.79万 | 0.00% | 28,465 | -518 | -1.8% | -$4.25万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $233.60万 | 0.00% | 169,523 | 1,182 | 0.7% | $1.63万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $233.44万 | 0.00% | 59,551 | -4,383 | -6.9% | -$17.18万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $233.18万 | 0.00% | 127,630 | 11,328 | 9.7% | $20.70万 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $232.91万 | 0.00% | 118,408 | 23,470 | 24.7% | $46.17万 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $232.81万 | 0.00% | 208,799 | -4,240 | -2.0% | -$4.73万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $232.33万 | 0.00% | 53,442 | 15,996 | 42.7% | $69.54万 | 加仓 |
| JBS | JBS N.V. | $232.00万 | 0.00% | 129,178 | 39,323 | 43.8% | $70.62万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $231.59万 | 0.00% | 88,800 | 2,122 | 2.4% | $5.53万 | 加仓 |
| — | SPDR SERIES TRUST | $231.47万 | 0.00% | 17,393 | 166 | 1.0% | $2.21万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $229.00万 | 0.00% | 200,174 | -58,172 | -22.5% | -$66.55万 | 减仓 |
| VOTE | TCW ETF TRUST | $228.94万 | 0.00% | 30,005 | 1,227 | 4.3% | $9.36万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $228.63万 | 0.00% | 20,707 | 6,412 | 44.9% | $70.79万 | 加仓 |
| — | BLACKROCK FLOATING RATE INCO | $228.35万 | 0.00% | 207,211 | -71,888 | -25.8% | -$79.22万 | 减仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $228.33万 | 0.00% | 111,216 | 94,240 | 555.1% | $193.47万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $228.20万 | 0.00% | 56,360 | -7,459 | -11.7% | -$30.20万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $228.11万 | 0.00% | 45,910 | -5,522 | -10.7% | -$27.44万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $227.89万 | 0.00% | 32,034 | -395 | -1.2% | -$2.81万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $227.44万 | 0.00% | 47,679 | 17,076 | 55.8% | $81.46万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $227.24万 | 0.00% | 134,781 | 20,075 | 17.5% | $33.85万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $226.61万 | 0.00% | 186,354 | -55,613 | -23.0% | -$67.63万 | 减仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $226.50万 | 0.00% | 177,645 | -5,470 | -3.0% | -$6.97万 | 减仓 |
| — | THRIVENT ETF TRUST | $226.28万 | 0.00% | 45,001 | 29,094 | 182.9% | $146.29万 | 加仓 |
| BSY | BENTLEY SYS INC | $226.19万 | 0.00% | 64,406 | -76,633 | -54.3% | -$269.13万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $225.91万 | 0.00% | 52,584 | -3,938 | -7.0% | -$16.92万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $225.86万 | 0.00% | 18,513 | 6,433 | 53.3% | $78.48万 | 加仓 |
| CSX | CSX CORP 看涨期权 | $225.78万 | 0.00% | 55,000 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $225.66万 | 0.00% | 105,400 | 6,350 | 6.4% | $13.60万 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $225.62万 | 0.00% | 417,050 | 189,285 | 83.1% | $102.40万 | 加仓 |
| CEMB | ISHARES INC | $225.60万 | 0.00% | 49,824 | 2,169 | 4.6% | $9.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $225.42万 | 0.00% | 9,300 | -1,400 | -13.1% | -$33.93万 | 减仓 |
| FSLY | FASTLY INC | $224.90万 | 0.00% | 77,390 | 16,802 | 27.7% | $48.83万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $224.45万 | 0.00% | 39,732 | 14,940 | 60.3% | $84.40万 | 加仓 |
| — | CAMBRIA ETF TR | $224.28万 | 0.00% | 75,136 | -5,791 | -7.2% | -$17.29万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $223.94万 | 0.00% | 57,976 | 3,290 | 6.0% | $12.71万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $223.63万 | 0.00% | 45,782 | -3,060 | -6.3% | -$14.95万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $223.15万 | 0.00% | 15,042 | 4,101 | 37.5% | $60.84万 | 加仓 |
| — | TWO RDS SHARED TR | $223.13万 | 0.00% | 144,462 | 2,407 | 1.7% | $3.72万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $223.08万 | 0.00% | 214,297 | 10,554 | 5.2% | $10.99万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $222.83万 | 0.00% | 80,156 | 12,021 | 17.6% | $33.42万 | 加仓 |